Harley-Davidson
460 hedge funds and large institutions have $12.7B invested in Harley-Davidson in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 176 reducing their positions, and 33 closing their positions.
79% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 33
6% more capital invested
Capital invested by funds: $12B → $12.7B (+$710M)
6% more funds holding
Funds holding: 436 → 460 (+24)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.79% less ownership
Funds ownership: 83.71% → 82.92% (-0.79%)
23% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 176
29% less call options, than puts
Call options by funds: $79.6M | Put options by funds: $113M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$119M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.7M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$29.2M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$23.1M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$87.8M |
| 2 |
JP Morgan Chase
New York
|
-$40.9M |
| 3 |
GTP
Global Thematic Partners
New York
|
-$36.7M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$36.4M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$30.3M |
HOG Hedge Fund Activity: Q4 2013 in Review
460 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2013, worth a combined $12.7B — up 5.9% from $12B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new HOG positions and 33 closed out — a net gain of 26 holders — while 136 added to existing stakes and 176 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $119M. The largest seller was Capital Research Global Investors, cutting an estimated $87.8M.
- 460 institutional investors held Harley-Davidson (HOG) as of Q4 2013, up from 436 in Q3 2013.
- Funds reported $12.7B of Harley-Davidson stock for Q4 2013, up 5.9% quarter-over-quarter.
- 59 funds opened new Harley-Davidson positions in Q4 2013 and 33 closed out, a net change of +26 holders.
- The largest Harley-Davidson buyer in Q4 2013 was Fidelity Investments, an estimated $119M added.
- The largest Harley-Davidson seller in Q4 2013 was Capital Research Global Investors, an estimated $87.8M sold.
Based on aggregated 13F filings for Q4 2013.